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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,932 |
Service code 99 PO BOX 5330 · SCRANTON, PA 185055330 | Other Fees | $19,586 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,752 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,803 | $106,247-9.8% | $147,096-34.9% | $77,714+23.3% |
| Participation rate | 97.0% | 78.4%+18.6pp | 82.2%+14.8pp | 70.6%+26.4pp |
| Annual return | 16.54% | 56.87%-40.3pp | 419.75%-403.2pp | 31.26%-14.7pp |
| Employer contribution / active EE | $7,794 | $4,069+91.5% | $4,936+57.9% | $2,727+185.8% |
| Participant deferral / active EE | $13,244 | $7,996+65.6% | $8,071+64.1% | $4,649+184.9% |
| Admin fee / account holder | $57 | $338-83.0% | $13,005-99.6% | $433-86.7% |